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Article Topic: Power of Attorney

INSIDE ADVISOR: Don’t Wait Until It’s Too Late To Plan

I had a sad experience today. A family came in to get my help with obtaining Aide & Attendant Care Benefits from the VA for their father, who suffers with Dementia. I asked him...

INSIDE ADVISOR: Finding the Holy Grail of Aging: Happy and Secure

Millions of Americans are facing old age essentially alone. Some may be in a relationship where chronic illness has struck both partners simultaneously. Many children live too...

INSIDE ADVISOR: False Confidence: Is Your Will/Trust Done, or Done RIGHT?

False Confidence: Is Your Will/Trust Done, or Done RIGHT? Is Your Will/Trust Done, or Done RIGHT? Most people think that filling in blanks on a Will, Trust, Power of Attorney, etc....

Protecting Special Needs Children and Grandchildren with Trusts

Supplemental needs trusts (also known as “special needs” trusts) If I had a dollar for every parent or grandparent who thinks that leaving a disabled child’s...

INSIDE ADVISOR: Plan to Protect Your Assets from Long-Term Care

One of the greatest fears faced by aging Americans is that they may need a lot of care at home, in an assisted living or in a nursing home. This not only means a great loss of...

INSIDE ADVISOR: Legal – Legacy Estate Planning

Legacy Estate Planning Month after month, you read articles in Aging Tree Illustrated about the importance and value of estate planning. Congratulations! The message is...

Documents Needed By Your Agent/Surrogate To Properly Function Under A Power of Attorney or Health Care Surrogate. Part 3

Documents Needed By Your Agent/Surrogate To Properly Function Under A Power of Attorney or Health Care Surrogate. Part 3 In July and August, you collected your 1) ID Cards, 2)...

INSIDE ADVISOR: The Risk of Being a “Power of Attorney”

The Risk of Being a “Power of Attorney” Do you realize that when you’re acting as an agent or attorney-in-fact, a/k/a “Power of Attorney” (POA), that you can be...

INSIDE ADVISOR: Steps To Take Before Moving Into a Nursing Home

News that you need nursing home care should be greeted with hope and optimism. The care and surroundings at some nursing homes is excellent. But you do need to prepare for the cost by...

INSIDE ADVISOR: Who Will Act On Your Behalf?

A Power of Attorney is an important and powerful legal document giving authority for someone to act in someone else’s legal capacity. There are two potential issues that can...
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Top 10 “Worries” of Older Americans – Part 3: False Confidence, When to Consider Giving Up Driving and our Desire to Remain Independent.
In this issue, you’ll find the final part of the 3-part series entitled Aging Happy: Top 10 “Worries” of Older Americans. Here we will address the topics of False...
Top 10 “Worries” of Older Americans Part 2: Cutting Costs, Staying in Your Own Home, Sudden Bills and Financial Security
Part 2: Cutting Costs, Staying in Your Own Home, Sudden Bills and Financial Security Let’s address 4 more issues on the Top 10 “Worries” of Older Americans: Cutting...
From Despair to Delight: A story of Self-Sacrifice through love, service and faith
Helene’s Near Misses — A legacy of caring and daring greatly Helene Kereluk of DeLand is the queen of near misses. Or, she simply may be the most fortunate...
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